SK hynix

SK hynix is a leader in the Memory segment of the semiconductor & AI supply chain, headquartered in South Korea. Its key suppliers include Shin-Etsu Chemical, SUMCO, GlobalWafers. Its key customers include NVIDIA, AMD, Broadcom.

HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.

Ticker
KRX: 000660
Headquarters
South Korea
Revenue
$71.0B (FY2025) · +46.8% YoY
Net income
$31.4B
Operating margin
76.3%
Market position
leader
Value-chain segment
DRAM, NAND, HBM
Key products
HBM3E/HBM4, DDR5, NAND

About SK hynix

SK hynix, headquartered in South Korea, operates in the DRAM and NAND and HBM segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include HBM3E/HBM4, DDR5, NAND. wafergraph maps 170 tracked suppliers and 14 tracked customers for SK hynix across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. SK hynix is a party to 2 tracked deals, including SK hynix acquires Intel NAND (Solidigm); SK hynix Indiana HBM fab.

Role in the chain

SK hynix is a market leader in Memory (DRAM), headquartered in South Korea. HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.

Diligence questions

  1. The dataset records 170 tracked suppliers for SK hynix. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 43 of SK hynix's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF). Which of those are actually single-source for the process step you care about?
  3. The dataset names 14 tracked customers for SK hynix. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. SK hynix is positioned as a leader in Memory. How replaceable is this vendor on the process step you are buying?
  5. SK hynix is headquartered in South Korea. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. SK hynix trades as KRX:000660. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for SK hynix

Key products

  • HBM3E/HBM4
  • DDR5
  • NAND

Suppliers

Customers

More Memory companies

Compare with

Micron Technology · Samsung Electronics · Nanya Technology · Winbond Electronics · Kioxia Holdings · SanDisk

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “SK hynix — supply chain, financials & market position”, https://wafergraph.com/company/sk_hynix (data as of 2026-09-05).

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